What this does
Lets you build a report from scratch by choosing your own date range, selecting which columns to include, and adding drill-down groupings. The finished report can be exported to CSV for use in spreadsheets.
When to use it
Use custom reports when the standard reports do not show the exact breakdown you need, or when your accountant requests data in a specific format.
Step by step
- Go to Reports and select Custom Report
- Set the From and To dates for your reporting period
- Choose the Report Type (e.g. transactions, balances, or summary)
- Use the Column Picker to add or remove columns
- Optionally add a Group By field to create sub-totals (e.g. by account or category)
- Click Run Report to generate the results
- Click any row to drill down into the underlying transactions
- To save the output, click Export CSV